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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is seeing high volatility as investors anticipate earnings, with community sentiment split between bulls who highlight the essential role of fuel cells in powering AI data centers and bears focusing on recent price weakness and short-seller scrutiny. The stock is currently a central topic for traders speculating on whether a strong earnings beat and improved guidance can trigger a significant short squeeze.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate is trending as investors digest record-breaking earnings and strong cloud-driven guidance that underscore sustained AI data storage demand, even as the stock experiences high volatility from profit-taking and sector-wide rotations. Community discourse is sharply divided between bulls citing long-term fundamental momentum and bears pointing to technical exhaustion and potential risks associated with peak cyclical valuations.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is experiencing heightened investor tension as market participants brace for earnings results landing in the middle of broader macroeconomic volatility and Federal Reserve interest rate discourse. The community remains deeply polarized, with active debates centered on whether recent price pressure represents an attractive accumulation opportunity or if structural dilution concerns will continue to cap upside momentum.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLA Corp. is experiencing intense volatility following strong quarterly results that nonetheless missed elevated investor expectations, triggering a sharp pullback in shares. The community remains divided between those viewing the price drop as a prime buying opportunity for the long-term AI infrastructure play and others concerned about broader semiconductor sector liquidation and profit-taking.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is seeing significant volatility as investors weigh the company's strong Q2 earnings beat and raised full-year guidance against ongoing concerns regarding high-profile EV write-downs and recurring warranty challenges. The community remains deeply divided, with bulls pointing to the company's resilient core business, pricing power, and pivot toward becoming a more disciplined 'AI energy' entity, while bears are expressing skepticism over the sustainability of these moves and the lack of long-term stock price momentum.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp (SNDK) is experiencing extreme volatility as investors weigh broader semiconductor sector concerns against fundamental earnings strength and speculation regarding competitive threats from China. The community is sharply divided, with many actively debating whether the recent aggressive price decline represents a long-term buying opportunity or a deeper cyclical correction that could push the stock toward further lows.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is facing significant investor attention following the final regulatory approval for its acquisition of SkyWater Technology, a move the community views as a critical step toward full-stack vertical integration and supply chain independence. While the stock has experienced recent volatility, proponents are focused on the long-term potential of this merger to accelerate their quantum manufacturing roadmap, often comparing the company's trajectory to major industry leaders.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is attracting intense investor scrutiny as it navigates complex tariff risks, fluctuating revenue guidance, and the potential for a gamma squeeze, while simultaneously positioning itself to capture AI data center power demand through new solid-state transformer technology. The community remains deeply polarized, with bulls pointing to the company's strong gross margins and long-term innovation potential as reasons to buy the dip, while bears emphasize mounting trade policy uncertainties and declining domestic sales.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa Inc. is trending as investors digest a strong earnings beat, bolstered by resilient consumer spending and a massive new multi-year share buyback program. The community is actively discussing the stock's long-term stability and role in emerging AI-integrated commerce, while weighing recent macroeconomic headwinds against its position as a global payment infrastructure leader.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is seeing renewed market attention as traders monitor technical consolidation and potential short-squeeze signals following a recent contract termination with Verra Mobility. The community remains deeply divided, with some betting on a resurgence of volatility based on tight float dynamics while others focus on the company's long-term debt burden and fundamental headwinds.

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Corgi ETF Trust I. - Corgi Bay Area Based ETF

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Hold rates steady

Cut 25 bps

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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